HomeMy WebLinkAboutAgenda Report - February 10, 2004 B-01 SMAGENDA ITEM aw
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COUNCIL COMMUNICATION
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AGENDA TITLE: Presentation and Request for Approval of Request for Proposals for
Environmental Litigation
MEETING DATE: February 10, 2004
PREPARED BY: Deputy City Manager
RECOMMENDED ACTION: That Mayor Hansen present to Council a Request for Proposals
(RFP) for Environmental Litigation and that after discussion, Council
approve the RFP.
BACKGROUND INFORMATION: Mayor Hansen has drafted a Request for Proposals (RFP) for
environmental litigation for Council's approval. The purpose of the
RFP is to solicit proposals from law firms to oversee the City's
current environmental litigation. He will present the RFP, as a handout, during the Shirtsleeve Session
and will further discuss the anticipated timeline for interviewing and hiring a firm.
FUNDING: Not Applicable
X/sl
Jane . Keeter
Dep City Manager
APPROVED:
H. Dig n Flynn, City Manager
Requests For Information — Legal Services — 2nd Draft
The City of Lodi has been involved in multiparty environmental insurance litigation for
the past seven years at a cost of approximately 23 million dollars plus interests. In the
1996-97 budget year the city hired Michael Donovan of Zevnik, Horton, and Guibord as
the lead attorney. Sometime in 1999 Mr. Donovan started Envision Law Group. In 1999
the City entered a financial agreement with Lehman Brothers and borrowed 16 million
dollars with a variable interest rate averaging 25%. In November of 2003, the city hired
the law firm of Barger and Wolen LLP to conduct a thorough audit of the billings from
Envision Law firm and their sub -contractors. The lead attorneys working on the audit are
Robert Levy and David McMahon. On January oh the City Council fired Envision Law
Group along with the City Attorney Randy Hays.
On January oh the City council retained the law firm of Kronick, Moskovitz, Tiedemann
and Girard to manage the environmental litigation and assist with city council business
on an interim basis. Dan O'Hanlon and Robert Murphy. from KMTG and Stephen
Schwabauer, the interim city attorney, have been primarily responsible for seeking
extensions, responding to motions, court orders and developing an interim strategy. The
city of Lodi is now looking for a permanent legal team to develop strategies, mediate
settlements, and encourage a rapid resolution to the litigation that fosters a rapid
transition to beginning the actual environmental cleanup. To initiate this process, we
anticipate inviting a number of law firms to meet individually with the city council to
discuss ideas and solutions and then select a new legal team.
To assist you in preparing a response, we have enclosed a compact disk that contains
court rulings, contracts, legal and technical expenditure spreadsheet, litigation calendar
and miscellaneous briefs. Please note that the enclosed information should be considered
confidential and should not be used for any purpose other than providing information to
us regarding your services. Please submit a written response to the City Of Lodi no later
than 5:OOpm February 24, 2004.
Background
In April 1989 Lodi first detected Tetrachloroethene ("PCE") in a water sample from a
new water tank. Subsequent testing found PCE contamination in the groundwater and
several Lodi water wells. In March of 1992 the Central Valley Regional Water Quality
Control Board (RWQCB") issued a report identifying a cleaning business as one of the
potential sources of PCE -contaminated wastewater discharge into Lodi's sewer lines and
suspected as a source of the soil and groundwater contamination. In 1993 the California
State Department of Toxic Substance Control ("DTSC") commenced an investigation of
the contamination. In 1994, DTSC initiated an administrative action against selected
potentially responsible parties, including Lodi, to address the soil and groundwater
contamination.
In May of 1997 Lodi's City Council authorized the City Manager to execute a
"Comprehensive Joint Cooperative Agreement" with DTSC concerning the investigation
and abatement of hazardous substance contamination within the city. Michael Donovan
of Envision Law Group presented this agreement to the City Council.
Since the discovery of the contamination, Lodi has faced the issue of potential liability.
The city exposure to liability was due to alleged leaks from its sewer system and the
alleged direct discharge of PCE by city employees. Despite the issue of potential liability
the Agreement specifically designated Lodi the "Lead enforcement entity," in place of
DTSC, and obligated Lodi to "cause a prompt, comprehensive, and cost-effective
investigation and remediation" of the ground and soil contamination. See Fireman's
Fund, 302 F.3d at 935.
In August of 1997 the city council, at Mr. Donovan's direction, enacted the
Comprehensive Municipal Environmental Response Ordinance (MERLO"), which sets
forth a remedial liability scheme partially modeled on CERCLA. MERLO provides Lodi
with municipal authority to investigate and remediate existing or threatened
environmental nuisances affecting the City and to hold responsibleap rties or their
insurers liable for the cost of Lodi's nuisance abatement activities. The City Council
authorized litigation against the responsible businesses to gain access to their insurance
coverage to pay for soil and groundwater clean up. The litigation includes numerous
actions at various levels of state and federal court. A summary of those proceedings
provided by Mr. Donovan is attached though its accuracy can not now be warranted by
the Council or its interim legal team.
The City's insurer, USF & G is providing defense costs for the City of Lodi since Lodi's
designation as a potentially responsible party (PRP). However, some amount of the
USF&G legal reimbursements are being paid to Lehman Brothers under arrangements
made by the City's prior counsel.
The City has participated in numerous mediation and settlement hearings with court
appointed mediator Lester J. Levy, Esq. with JAMS in San Francisco.
In 2003 Judge Frank C. Damrell of the United States District Court made the following
statements in the case of Fireman's Fund Insurance Company, (Plaintiff) v. City Of Lodi,
California (Defendants). Judge Damrell stated that MERLO'S cost recovery scheme
generates the opportunity for a financial windfall for Envision and Lehman Brothers, Inc.
an investment Bank which has no interest in cleaning up the contaminated site. The
judge stated that this profit-seeking concept of cost recovery is contrary to CERCLA and
is in direct violation of the goals and objectives set by Congress. He ruled that MERLO
elevates the financial interests of Lodi, its attorneys, and others, above the priorities of
environmental cleanup and the prompt resolution of disputes. Based upon the court's
findings of preemption, the court made the following orders:
1. Lodi and its officers are enjoined from enforcing or invoking MERLO against
any person who is a PRP at the site of contamination;
2. Lodi and its officers are enjoined from enforcing or invoking MERLO'S
provision for joint and several liability against any person who is a PRP at the
site of contamination;
3. Lodi and its officers are enjoined from enforcing or invoking MERLO to
collect attorney's fees against any person who is a PRP at the site of
contamination;
4. Lodi and its officers are enjoined from enforcing or invoking MERLO to
collect "action abatement costs" against any person who is a PRP at the site of
the contamination.
Based on the above, plaintiff Fireman's Fund's motion for partial summary judgment was
"GRANTED" and a permanent injunction is issued against defendant City of Lodi in
accordance with the above orders.
On January 12th 2004, the eve of phase one of a trial, Judge Damrell made some rulings
and observations. The judged noted, "After a series of motions and appeals, this case has
devolved into an environmental clean up action in which Lodi claimed to be a co -plaintiff
with the City." The trial would address Lodi Section 107 (b) defense wherein Lodi had
the burden of proving by a preponderance of evidence that it's entitled to a Section
107(b) defense as a potentially responsible party within the meaning of CERCLA section
107(a). In response to Mr. Donavan's move to vacate the upcoming trial the judge
suggested that the city consider vacating our litigation strategy. Refer to the Federal
Court brief dated January 12, 2004. Also please refer to Federal Court brief dated January
14, 2004 in which Judge Damrell granted the city a 30 -day continuance to assess the
impact of vacating our legal defense strategy. The judge also issued some strong
concerns regarding the legality of the Lehman Brothers financing agreement with the
City, and required all parties to file a status report by February 12, 2004.
Questionnaire
Please provide written responses to the following questions, as well as a firm brochure
and other materials describing your firm or the professional background of attorneys from
your firm that you believe would be helpful.
1. What strategy would you propose to effectively gain access to insurance coverage
of responsible parties?
2. What strategy would you propose to effectively minimize the City's liability and
contribution as a potentially responsible party?
3. What strategy would you propose to minimize ongoing litigation and move the
City into the contribution and settlement phase?
4. Describe your experience in complex, multiparty environmental insurance
litigation.
5. Provide an outline of your background in working with a mediator in settlement
hearings.
6. Describe your trial experience in Federal court.
7. Describe your experience in working with public entities and municipal law.
8. Describe your firm's technological capabilities for case management, billing and
status reports?
9. Describe your successful experience dealing with soil and groundwater
contamination litigation and clean-up?
10. Describe your firm's practice for billing and progress reports to your clients.
11. Indicate potential conflicts your firm may have with this litigation and your
suggestion for overcomingthem.
hem.
12. Describe your firm's successful experience filing suit against other law firms for
malpractice and recovery of "unreasonable and unnecessary" fees.
13. What experience, if any, have you had in the United States District Court for the
Eastern District of California, Sacramento Division and particularly with Judge
Frank C. Damrell?
14. How would you describe your litigation style?
15. How would you describe your mediation and settlement style?
16. What is your anticipated litigation/mediation budget and timeline?